RECENT Success Stories

The IRS alleged that our client had a tax deficiency of nearly $1 million in a single year. We filed a petition in the U.S. Tax Court on behalf of our client. Subsequently, a settlement was reached in 2022 which  wiped out the entire tax deficiency for the year in question and allowed the taxpayer to obtain millions of dollars in refunds of taxes paid in prior years. 

A client who owned multiple businesses with a combined value of nearly $100 million endured several audits of his personal and business tax returns by the IRS, the FTB, and local taxing authorities over a five year period. We negotiated "no changes" in each instance not only eliminating potential additions to tax, but also saving our client the further cost of challenging adverse determinations on appeal and in court.